Navigating the Future: Let’s Talk Estate Planning and Investing 

Our weekly #CreditChat started in 2012 to help our community learn about credit and important personal finance topics (e.g. saving money, paying down debt, improving credit scores). Each chat is hosted by @Experian on X (formerly Twitter) and all are welcome to participate. DM us any questions.

Join our #CreditChat on September 20th at 3 p.m. ET to explore the topics of estate planning and investing for your future. Don’t miss the opportunity to gain insights and guidance on navigating estate planning and investment strategies.

Topic: Navigating the Future: Let’s Talk Estate Planning and Investing

When: Wednesday, September 20, 2023 at 3 p.m. ET.

Where: Join the live hashtag discussion

The panel will include: Lawrence Sprung: CFP® and Author of Financial Planning Made Personal; Beverly Harzog: Credit Card Expert and Consumer Finance Analyst for U.S. News and World Report; Rod Griffin: Senior Director, Consumer Education and Advocacy, Experian, Jennifer White: Consumer Education and Advocacy Team, and Christina Roman: Consumer Education and Advocacy Manager at Experian.

Gift Card Giveaway

Enter here for a chance to win a $50 Amazon gift card! We will be announcing a winner at the end of the chat. Entry Period: Raffle open now and closes at the end of this chat at 4 p.m. ET. Complete rules here.

Questions we will discuss:

  1. What is the importance of estate planning and how can it impact your financial future?
  1. How do you know when you have reached a point that you need an estate planner?
  1. How do you find a qualified estate planner?
  1. What are the key components of an estate plan?
  1. What should you consider when selecting a financial advisor or planner to assist with estate planning and investment management?
  1. How can you determine the best strategies for estate planning that align with your specific goals and circumstances?
  1. Why is it important to think about estate planning and investing in early adulthood?
  1. How do you choose the right investment strategy to grow and preserve your wealth?
  1. How can estate planning protect your investments for future generations?
  1. How often should you review and update your estate plan and investment portfolio to ensure you remain aligned with your goals?

Check out our complete list ofupcoming personal finance Twitter chats here

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